Holding company acquires Sentinel
Connect Financial Services, which will maintain the Sentinel brand, plans to grow the firm organically and through acquisitions
- By: Megan Harman
- September 19, 2016 September 19, 2016
- 14:00
Latest news in Industry News
Asset and wealth management sector missing out on fintech opportunities
Firms are choosing to invest in new technologies related to data analytics and automated asset allocation rather providing clients with mobile offerings
- By: James Langton
- September 19, 2016 September 19, 2016
- 13:30
Advisors struggling with cybersecurity
Less than one-third of advisors surveyed feel they are fully prepared to manage and mitigate the risks associated with cybersecurity
- By: Grant McIntyre
- September 16, 2016 September 16, 2016
- 12:10
Feds launch deposit insurance review consultations
New deposit categories for RESPs and RDSPs are among the proposals
- By: James Langton
- September 16, 2016 September 16, 2016
- 10:10
Beating the gender diversity bottleneck
CFA Institute survey finds that almost half of respondents do not believe that gender diversity is a significant issue in investment management
- By: James Langton
- September 15, 2016 September 15, 2016
- 14:00
Markets weigh on pensions in first quarter
Pension fund revenue drops by 35.8% to $33.5 billion
- By: James Langton
- September 15, 2016 September 15, 2016
- 10:50
Financeit and Concentra buy TD Bank home improvement financing business
Concentra acquires 45,000 TD loans, and more than 800 merchant dealers have been assigned to Financeit
- By: The Canadian Press
- September 15, 2016 September 15, 2016
- 09:50
PWC Capital and VersaBank agree to merge
Parent company amalgamating with bank subsidiary following strategic review
- By: James Langton
- September 14, 2016 September 14, 2016
- 16:50
Lazard acquires Toronto-based boutique investment bank Verus Partners
Brian Hanson named chairman and CEO, Lazard Canada Investment Banking
- By: James Langton
- September 14, 2016 September 14, 2016
- 11:00
Court gives go ahead to investor class action against Transamerica Life Canada
The court’s decision allows the lawsuit, which involves alleged misrepresentations in seg fund documents, to expand the scope of the class considerably
- By: Megan Harman
- September 14, 2016 September 14, 2016
- 10:50
KPMG to help financial services companies implement blockchain technology
Advisory firm to collaborate with Microsoft
- By: James Langton
- September 14, 2016 September 14, 2016
- 10:30
TD Securities manager charged with fraud
Shell company invoiced firm for non-existent services, police allege
- By: James Langton
- September 13, 2016 September 13, 2016
- 13:55
Fiera Properties expands team
The firm is also introducing a mutual fund focusing on Toronto’s bustling real estate market
- By: Tessie Sanci
- September 13, 2016 September 13, 2016
- 11:00
Pavilion to acquire U.S. firm Slocum & Associates
The transaction represents a strategic opportunity for both firms to expand their institutional investment advice services
- By: IE Staff
- September 13, 2016 September 13, 2016
- 09:50
Aston Hill, Front St. Capital walk down the aisle
Industry veteran Joe Canavan will lead the combined firm
- By: Jade Hemeon
- September 9, 2016 September 9, 2016
- 12:00
IFIC announces board of directors for 2016-2017
Mutual fund industry association welcomes Portland Investment Counsel as new member
- By: James Langton
- September 9, 2016 September 9, 2016
- 10:15
Halt planned pension expansion: CFIB
Survey suggests Canadians misunderstand proposed CPP reforms
- By: James Langton
- September 8, 2016 September 8, 2016
- 10:00
The CRA tightens the screws
The agency has launched several ongoing audits and is pursuing criminal investigations in some cases stemming from revelations in the Panama Papers
- September 8, 2016 September 8, 2016
- 09:30
McKinsey acquires PriceMetrix
Toronto firm will retain its management team, brand and identity
- By: Jade Hemeon
- September 7, 2016 September 7, 2016
- 15:40
New bank targets Chinese-Canadian clients
Wealth One Bank of Canada offers banking products online, by phone and through locations in the GTA and Vancouver
- By: Rudy Mezzetta
- September 7, 2016 December 14, 2017
- 10:55
WCM announces 2016 recipients of executive coaching award
17 women to participate in a six-month integrated leadership program
- By: IE Staff
- September 7, 2016 September 7, 2016
- 09:00
CGWM Canada announces new hires
Wealth management firm welcomes four advisors
- By: IE Staff
- September 6, 2016 September 6, 2016
- 14:30
Deutsche Bank Wealth Management streamlines focus
New York-based firm will concentrate on ultra-high-net-worth clients in the U.S.
- By: James Langton
- September 6, 2016 September 6, 2016
- 13:00
Montreal Exchange announces scholarship recipients
Students honoured research projects focused on exchange-traded derivatives or MX operations
- By: IE Staff
- September 2, 2016 September 2, 2016
- 12:45
CIBC Asset Management announces new portfolio subadvisor
Standard Life joins subadvisor lineup for Imperial Global Equity Income Pool
- By: IE Staff
- September 1, 2016 September 1, 2016
- 13:00